U.S. Online Retail and Ecommerce Stock News

NYSE:CRH
NYSE:CRHBasic Materials

Is It Too Late To Consider CRH (NYSE:CRH) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether CRH is still reasonably priced after a strong run, this article walks through what the current share price could imply about its underlying value. The stock trades at US$124.04, with returns of 1.0% over 30 days, a 1.5% decline over 7 days, a 1.9% decline year to date, 25.0% over 1 year, 182.5% over 3 years and 210.7% over 5 years on a trailing basis. Recent headlines around CRH have focused on its position as a major building materials group and ongoing interest...
NYSE:ABR
NYSE:ABRMortgage REITs

Is Arbor’s New Agency Lending and COO Team Reshaping the Investment Case for Arbor Realty Trust (ABR)?

Arbor Realty Trust recently appointed Jeff Lee as Executive Vice President and Head of Agency Lending and Yoni Goodman as Executive Vice President and Chief Operating Officer, adding seasoned leadership over its Fannie Mae, Freddie Mac and FHA platforms and broader commercial real estate ambitions. These hires follow a period of dividend cuts, loan repositioning and elevated short interest, making the leadership refresh especially important for how Arbor manages credit risk and scales its...
NYSE:U
NYSE:USoftware

Unity Software (U) Valuation Check After Recent Share Price Rebound

Unity Software (U) has been on many watchlists after a tough run, with the stock showing weak returns over the past month and past 3 months. That drop now frames the valuation conversation. See our latest analysis for Unity Software. At a share price of US$18.25, Unity Software has seen a 30 day share price return of 56.9% and a year to date share price return of 58.8%. The 1 year total shareholder return of 35.6% and 5 year total shareholder return of 83% highlight how sentiment has shifted...
NYSE:KMT
NYSE:KMTMachinery

How Kennametal’s Aerospace Strength and Insider Moves At Kennametal (KMT) Has Changed Its Investment Story

Kennametal recently reported fiscal Q2 2026 results that exceeded analyst expectations on earnings per share and revenue, driven by strength in its aerospace and defense business while it continues to manage rising tungsten costs. At the same time, insider activity, including stock sales by Vice President John Wayne Witt and option exercises by Board Member William Lambert, adds an extra layer of context for investors assessing management’s confidence and capital allocation...
NYSE:CLX
NYSE:CLXHousehold Products

Clorox Leans Into Wellness With GOJO Deal And Home Care Report

Clorox (NYSE:CLX) has agreed to acquire GOJO Industries, the maker of Purell hand sanitizer, expanding its presence in health and hygiene products. The company has also released its "Home Care Redefined" report, outlining how it is thinking about wellness focused consumer needs in home care. These moves point to a more concentrated push into health, hygiene, and consumer wellness offerings across Clorox's portfolio. Clorox, trading at $123.6, sits at an interesting point for investors...
NYSE:TRNO
NYSE:TRNOIndustrial REITs

Terreno Realty (TRNO) Valuation Check After Queens Acquisition And New California Lease

Terreno Realty (TRNO) has been active on two fronts: signing a 10 year lease for 66,000 square feet in Rancho Dominguez, California, and acquiring a large industrial property in Queens, New York. See our latest analysis for Terreno Realty. These lease and acquisition moves come as Terreno Realty’s share price sits at $65.88, with an 11.62% year to date share price return and a 34.87% five year total shareholder return, which may suggest gradually building momentum rather than a sharp short...
NasdaqGS:HLIT
NasdaqGS:HLITCommunications

Assessing Harmonic (HLIT) Valuation As Broadband Pivot And Izzi Win Support Growth Outlook

Harmonic (HLIT) is in the spotlight after signing a fiber broadband deal with Mexican operator izzi and outlining a shift toward a pure-play broadband focus, along with fresh guidance and broadband booking figures. See our latest analysis for Harmonic. The recent izzi contract and pure-play broadband pivot come as Harmonic’s share price has picked up, with a 20.98% 90 day share price return and a 5 year total shareholder return of 40.74%. This suggests momentum has improved after weaker 3...
NasdaqGS:ODFL
NasdaqGS:ODFLTransportation

Will Lower Tariff-Driven Input Costs Change Old Dominion Freight Line's (ODFL) Operating Efficiency Narrative?

The U.S. Supreme Court recently struck down tariffs imposed by the Trump administration, a move expected to lower costs for manufacturers and logistics providers that rely on imported parts, materials, and equipment. For Old Dominion Freight Line, reduced tariff-related input costs could help cushion the impact of softer freight volumes and support its emphasis on service quality and efficiency. We’ll now examine how this tariff ruling, and its potential to lower operating costs, interacts...
NYSE:KVUE
NYSE:KVUEPersonal Products

Is Kenvue’s Earnings Beat And CFO Exit Altering The Investment Case For Kenvue (KVUE)?

Kenvue Inc. has reported past fourth-quarter 2025 results with sales of US$3,780 million and net income of US$330 million, alongside full-year 2025 sales of US$15.12 billion and net income of US$1.47 billion, reflecting higher quarterly and annual earnings per share from continuing operations than a year earlier. The company also delivered an earnings surprise versus analyst expectations and announced that its Chief Financial Officer will depart in May 2026, adding a leadership transition...
NYSE:ARES
NYSE:ARESCapital Markets

Assessing Ares Management (ARES) Valuation After Launch Of Second European Direct Lending CLO

Ares Management (ARES) has priced its second European Direct Lending Collateralized Loan Obligation, Ares European Direct Lending CLO II, at over €300 million, drawing attention to the stock as investors assess what this new vehicle might mean. See our latest analysis for Ares Management. The EDL CLO II launch lands at a time when Ares Management’s 1 day share price return of 5.15% and 30 day share price return of 21% sit against a 1 year total shareholder return decline of 27.3%, even though...
NYSE:UBER
NYSE:UBERTransportation

Assessing Uber Technologies (NYSE:UBER) Valuation After Recent Share Price Weakness

Why Uber Technologies (UBER) is on investors’ radar now Uber Technologies (UBER) is drawing attention after recent share price moves. The stock is up 1.3% over the past week but has shown double digit declines over the past month and past 3 months. See our latest analysis for Uber Technologies. That short term weakness, with a 30 day share price return of 10.27% decline and a year to date share price return of 10.86% decline, sits against a much stronger 3 year total shareholder return of...
NYSE:LYB
NYSE:LYBChemicals

Is Dividend Cut And 2025 Loss In Prolonged Downturn Altering The Investment Case For LyondellBasell (LYB)?

In February 2026, LyondellBasell Industries reported that 2025 sales fell to US$30,153 million and swung from a US$1.36 billion net profit to a US$745 million net loss, while also recalibrating its quarterly dividend down to US$0.69 per share amid one of the longest chemical industry downturns. The company’s dividend cut, larger than US$0.60 per share versus the prior quarter, alongside asset sales and cost savings plans, highlights a stronger emphasis on preserving cash and financial...
NasdaqCM:CELH
NasdaqCM:CELHBeverage

PepsiCo Board Additions Reframe Celsius Growth And Governance Questions

PepsiCo has increased its influence on Celsius Holdings (NasdaqCM:CELH) by appointing senior PepsiCo executives to the Celsius board. Two PepsiCo designated directors resigned and were replaced by higher ranking leaders from within PepsiCo. Celsius also announced an internal management reshuffle, with the Chief Commercial Officer moving into a new role. Celsius Holdings, trading at $48.32, sits in a competitive energy drink market and now has a deeper connection to PepsiCo at the board...
NYSE:ORCL
NYSE:ORCLSoftware

Is Oracle (ORCL) Now Offering Value After Recent Share Price Weakness?

If you are wondering whether Oracle is priced fairly right now or offering value at its current share price, you are not alone. The stock last closed at US$148.08, with returns of a 7.5% decline over the past week, a 16.4% decline over the past month, a 24.3% decline year to date, a 10.9% decline over the past year, but gains of 73.1% over three years and 145.8% over five years. Recent coverage around Oracle has focused on how the share price performance fits into the longer term story, with...
NYSE:FOUR
NYSE:FOURDiversified Financial

Assessing Shift4 Payments (FOUR) Valuation After Stablecoin Launch And Mixed Analyst And Institutional Activity

Shift4 Payments (FOUR) has been in focus after launching a stablecoin settlement platform, while analysts issued mixed views and the University of Illinois Foundation lifted its position during recent share price weakness. See our latest analysis for Shift4 Payments. At a share price of US$58.49, Shift4 Payments has seen a 6.33% 7 day share price return, but a 30 day share price return decline of 11.66% and a 1 year total shareholder return decline of 38.43%. Recent enthusiasm around the...
NYSE:AMPX
NYSE:AMPXElectrical

Did New U.S. Defense-Focused Manufacturing Partnerships Just Shift Amprius Technologies' (AMPX) Investment Narrative?

Recently, Needham began covering Amprius Technologies, highlighting its silicon-anode battery technology and citing a US$35 million unmanned aerial systems order alongside contract manufacturing capacity of 1.8 GWh. A separate agreement made Nanotech Energy Amprius’ first U.S.-based manufacturing partner, aligning its high-performance batteries with domestic sourcing rules for defense applications. Next, we’ll examine how this new U.S. manufacturing partnership may influence Amprius’...
NYSE:ACM
NYSE:ACMConstruction

A Look At AECOM (ACM) Valuation After Raised 2026 Guidance And New Contract Wins

Why AECOM’s latest guidance move matters for investors AECOM (ACM) recently lifted its full year 2026 earnings guidance after first quarter results came in ahead of management expectations, supported by net service revenue growth and a strong project pipeline. The updated outlook sits alongside fresh contract wins, including detailed design work on Sydney Metro West and a global partnership with TomTom. This provides investors with more company specific data points to weigh against AECOM’s...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet’s New Gemini AI And Sea Ltd Alliance Test Valuation Story

Alphabet (NasdaqGS:GOOGL) released its Gemini 3.1 Pro AI model, making it available to enterprise customers and developers. Google and Sea Ltd announced an AI partnership focused on Shopee's agentic AI shopping features and AI tools for game development. For Alphabet, AI is now a core focus alongside search, YouTube and cloud services, and Gemini 3.1 Pro appears directed at commercial use cases. By giving enterprises and developers direct access to this model, the company is positioning its...
NasdaqGM:FOLD
NasdaqGM:FOLDBiotechs

Amicus Therapeutics Q4 Profit Print Tests Bullish Profitability Narratives

Amicus Therapeutics (FOLD) closed out FY 2025 with Q4 revenue of US$185.2 million and basic EPS of US$0.01, alongside net income excluding extra items of US$1.7 million, giving investors fresh data on how the business is converting its top line into earnings. The company has seen quarterly revenue move from US$149.7 million in Q4 2024 to US$185.2 million in Q4 2025, while basic EPS shifted from US$0.05 to US$0.01 over the same period, creating a mixed picture on profitability trends. With...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Rigetti’s India Quantum Deal And What It Might Mean For RGTI Valuation

Rigetti Computing secured an $8.4 million order from India's Centre for Development of Advanced Computing. The company will deliver a 108 qubit quantum computer as part of this government backed deployment. This contract expands Rigetti's international presence and reflects growing interest in its quantum systems. For investors tracking NasdaqCM:RGTI, this contract arrives as the stock trades at $15.92, with a 1 year return of 48.1%. The share price has seen pressure in the shorter term,...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Johnson And Johnson Weighs DePuy Sale As Governance Approach Shifts

Johnson & Johnson (NYSE:JNJ) is preparing a potential sale of its DePuy Synthes orthopedics unit that could exceed $20b. The company has also dropped formal diversity criteria for board selection following pressure from shareholder activists. Both moves point to shifts in Johnson & Johnson's medtech portfolio and its approach to corporate governance. Johnson & Johnson, trading at $242.49, sits at the center of two big storylines that matter if you follow large cap healthcare. The stock is...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Assessing Datadog (DDOG) Valuation After Recent Share Price Weakness And Growth In Revenue And Profit

Why Datadog’s recent returns may have investors reassessing the stock Datadog (DDOG) has lagged recently, with the share price showing a 4.1% decline over the past day and deeper negative returns over the past week, month, and past 3 months. At the same time, the company reports annual revenue of US$3.43b and net income of US$107.74m, with both revenue and net income growth reported on an annual basis. This gives investors concrete financial figures to weigh against recent price moves. See...
NYSE:APH
NYSE:APHElectronic

Is It Too Late To Consider Amphenol (APH) After 125% One Year Share Price Surge?

If you are wondering whether Amphenol's current share price lines up with its underlying worth, this article will walk through the key numbers that matter. The stock last closed at US$151.04, with returns of 2.9% over 7 days, 0.0% over 30 days, 8.1% year to date, 125.2% over 1 year, 305.2% over 3 years and 403.4% over 5 years. This raises fair questions about what is already priced in and how perceptions of risk may have shifted. Recent attention on Amphenol has centered on its role as a...
NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

Ondas (ONDS) Is Up 7.7% After NATO Drone Order And Demining Win - What's Changed

In recent days, Ondas Inc. and its subsidiaries secured a multi-million dollar Iron Drone Raider order from a NATO country and a demining contract worth more than US$30,000,000 along the Israel-Syria border, while also preparing to unveil the handheld Sentrycs Scout counter-UAS system in Germany. These developments highlight how Ondas is tying its drone, counter-drone, and demining technologies directly to defense and homeland security needs amid heightened geopolitical risk and growing...